You can create QuickBooks Purchase Orders directly from SI 2015 Projects.
This saves you time by not having to manually create Purchase Orders over in QuickBooks and allows you to take advantage of all the great filtering in SI 2015.
When you want to create a Purchase Order to push to QuickBooks.
You can use [Shift], [Ctrl] on your keyboard, or use [Ctrl] + [A] to select all the Items.
The Create Purchase Order form will open.
If the Vendor you wish to use does not exist in QuickBooks, you can create them over in QuickBooks via the [New] button in the Vendor section of the Ribbon:
This will open the Add QuickBooks Vendor form. Fill this out and click [OK]:
The "Additional Info" tab has QuickBooks drop downs that you can set if desired:
Your QuickBooks Settings determine how your QuickBooks Items will be created.
If there are any Items in the Estimate that are not assigned to QuickBooks Items, you must do this before the Estimate will transfer to QuickBooks. If you click the [Create Estimate] button prior to doing this, you will be prompted to create new QuickBooks Items for all of the necessary Items. If you would rather map the Items to existing QuickBooks Items, click the [Map] button. Click here for details.
If not all Items have been assigned QuickBooks Item numbers, you will get the following prompt. You must create/map all Items prior to pushing the Estimate to QuickBooks.
This will open a form that will list all of the Items to create in QuickBooks:
Aside from the Accounting Item Number that will be created in QuickBooks (based on your QuickBooks Settings), the SI 2015 fields that transfer to QuickBooks are: Vendor, Tax Code (taxable or non-taxable), Short Description, Long Description, and Item Number.
SI 2015 Fields | QuickBooks Field |
---|---|
Vendor | Preferred Vendor |
Tax Code | Tax Code |
Short Description | Purchase Description |
Long Description | Sales Description |
Item Number | Manufacturer's Part Number |
*Custom Fields (any) | *Custom Fields (1-5) |
*Custom Fields in SI 2015 can be mapped to any of the five available Custom Fields in QuickBooks. Click here for details.
You also have the option of adding any items to an existing QuickBooks Purchase Order vs. creating a new QuickBooks Purchase Order. This is useful when you want to place an order to the same Vendor for Items in multiple Projects.
This will open a form prompting you select an existing QuickBooks Purchase Order:
The following form will open:
If the Customer:Job already exists in QuickBooks, that column will be pre-populated. If they are not, you can create a New Customer or New Job in QuickBooks, and then Assign that Customer:Job to the Items prior to exporting to QuickBooks.
This is not required but it will keep transfer this information to the Purchase Order in QuickBooks so you can differentiate whose products are whose. In the example shown below, a QuickBooks Purchase Order is shown with items for two different Customer:Jobs:
When ready, click the [Add to Purchase Order] button to send this to QuickBooks:
At any time after you've pushed a Purchase Order to QuickBooks. You can select items in the Project and click the [Order Status] button on the QuickBooks tab:
This will open a form that will display the Ordered Qty and the Received Qty based on the data in QuickBooks:
Prior to exporting the Purchase Order to QuickBooks, you can check the QuickBooks inventory numbers for the items, assuming that you are using Inventory items in QuickBooks. Select the items you wish to check the inventory for and
This will open a form that will display the Qty on Hand, Qty on POs, and Qty on SOs in QuickBooks:
Then you can decide how many you really need to order prior to exporting to QuickBooks.
The [Clear] button will allow you to clear existing Purchase Order numbers from a SI 2015 project. You may want to do this if you wish to modify the Project and then push over a new Purchase Order to QuickBooks.
Select the Purchase Order(s) you wish to clear and click the [Clear] button:
You will then be prompted whether to delete the Estimate(s) from QuickBooks as well:
Once a Purchase Order has been transferred to QuickBooks, the following fields will be populated for the Items within the Project: Order Status, Order Number, and Ordered Date.
The Order Status that gets populated is determined by your QuickBooks Settings.